Automation

Caddi

An AI agent that finds repetitive back-office tasks and automates them across your tools

trycaddi.com

Verified Free tier

Quick facts
What is it	An AI agent that finds repetitive back-office tasks and automates them across your tools
Pricing	Freemium — from $250/mo
Free tier	Yes
Platform	Web Application
Best for	triaging and responding to emails, filing executed contracts to document management systems
Domain registered	2023

Data updated Sept. 19, 2026

What does Caddi do?

Caddi is an AI agent that finds repetitive back-office work and automates it across all the tools you already use. Instead of you having to map out every step of a workflow, Caddi reads your systems — email, document management, CRM, billing — and surfaces the tasks that come up over and over. It then builds automations for those tasks, which you train by chatting and sharing your screen. Once trained, the agent runs the work on its own, flagging anything unusual.

What makes Caddi different is how it learns. You don't write code or configure complex rules. You just talk to it: tell it what you do, show it on a screenshare, and it figures out the rest. The platform connects to over 150 integrations, including Outlook, Docusign, NetDocuments, Salesforce, and Clio. Every automation run is logged, so leadership can audit what happened. The new Loop Studio lets you build and manage multiple agents for different parts of your business.

Caddi is built for teams that deal with high volumes of repetitive administrative work — legal departments, wealth management firms, and operations teams. If your day involves triaging email, filing contracts, updating CRM records, or drafting time entries, Caddi can take those tasks off your plate. It's a practical tool for anyone who wants to reduce manual busywork without learning automation software.

AI Workspace Assistant Automation Productivity Tools

Key features

What makes it stand out

Discovers repetitive work by reading your systems and suggesting automations

Trains agents via chat and screenshare — you show it once, it learns

Runs automations across 150+ integrations including Outlook, Docusign, NetDocuments, Salesforce

Provides leadership governance with every run logged and SOC 2 Type II compliance

Includes Loop Studio for building and managing custom back-office agents

Who is Caddi for?

Who benefits most from this tool

triaging and responding to emails

filing executed contracts to document management systems

creating time entries from calendar events

Pricing

Free tier available — start without a credit card

Individual

Free

1 users
10 active loops
30 run history days
200 credits per month
200 credits per month
10 active loops
Single user
30 days of run history
MFA and security log
Knowledge base support

Team

$250/month

unlimited users
20 active loops
30 run history days
1.25 additional credit cost
1,000 credits per user per month
100 additional active loop cost
1,000 credits per user, per month
20 active loops
Unlimited users, billed per user
30 days of run history
MFA, team management and security log
Knowledge base support
Self-serve signup, no sales call

Business

Custom

Everything in Team, plus:

unlimited users
100 active loops
20,000 credits per month
2 run history years
0.75 additional credit cost
100 additional active loop cost
20,000 credits per month
100 active loops
Unlimited users at a flat price
Scout and advanced integrations
SAML SSO and DPA on request
2 years of run history
99% uptime SLA, 2 business day support

Enterprise

Custom

Everything in Business, plus:

unlimited users
from 200 active loops
from 50000 credits per month
2 run history years
from 0.60 additional credit cost
100 additional active loop cost
From 50,000 credits per month
From 200 active loops
Multi-instance support
Centralized integration governance
Priority loop execution
Same day support, implementation services

Trust & presence

Domain Domain registered 2023

Gallery

Click any image to enlarge

Alternatives in Automation

Lazy AI Automation

AI-powered automation tool that handles repetitive tasks while you focus on important work

Aident AI Automation

Build workflow automations using plain English — describe your process, get AI-powered automation without coding.

RED Automation

AI assistant that performs actions across your apps and devices, automating tasks instead of just answering questions.

Adopt AI Automation

Platform to turn manual workflows into autonomous AI agents — no coding required.

Codewords Automation

AI agent builder — describe any task in plain English and get a working automation that runs 24/7

Ritto Automation

Record a repetitive task once, then let Ritto replay it — no coding or workflow builders needed

Nunuworks Automation

AI automation consulting for businesses — we audit your workflows and build custom AI agents to handle repetitive tasks.

Coasty - #1 Computer-Use AI Agent Automation

AI agent that controls your computer — browses, clicks, types, and completes tasks automatically

Similar tools

Cassidy Knowledge Management

Build and deploy AI agents that automate complex business workflows using your company's knowledge base.

Crade AI Assistant

AI desktop assistant that sees your screen to help with spreadsheets, writing, code, and more.

LapuAi Productivity Tools

Desktop AI agent that automates tasks across your apps, files, and terminal — no tab-switching needed.

ASSISTA AI Assistant

AI agents that automate complex tasks across 80+ apps using simple English commands — no coding required.

Chatsheet Productivity Tools

AI-powered spreadsheet that automates research, data analysis, and content creation using a familiar grid interface.